Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINC. SVCS ADVISORS Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 337161102 | Advisory (Participants) | $5,533 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $2,630 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,328 | $47,977+13.2% | $154,111-64.7% | $56,287-3.5% |
| Participation rate | 76.2% | 66.2%+10.0pp | 83.0%-6.9pp | 69.9%+6.3pp |
| Annual return | -3.65% | 3.54%-7.2pp | 735.18%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,304 | $2,169+6.2% | $5,298-56.5% | $2,111+9.1% |
| Participant deferral / active EE | $4,715 | $2,392+97.1% | $5,081-7.2% | $3,350+40.8% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.8% |